Lesley Draper will be speaking at an event for the Association for Fundraising Professionals. Her topic will be on Donor Advised Funds.
Jim Sonneborn will present "Leave Your Mark: Create a Legacy with Planned Giving" at a workshop at the Newark Museum. He will address common issues on estate planning.
Jerry Korey will speak as part of a panel at the Financial Planning Association of New Jersey's event, Bridge the Gap. The event is designed to meet the needs of financial planning students in CFP® registered…
Tune in to Andy Kapyrin on Bloomberg Radio at 3:45 pm. Important Disclosure The recommendations and opinions expressed by Eric Marshall during this interview are not endorsed by RegentAtlantic.
Tune in to Chris Cordaro on Fox Business's Countdown to the Closing Bell at 3:00 pm.
Jim Ciprich will be speaking at Medford Leas in Medford. He will be discussing Tax & Financial Planning for a Continuing Care Retirement Community.
Tune in to Chris Cordaro on Bloomberg TV at 12:00 pm.
Jim Ciprich will be speaking at Homestead in Hamilton at 2:00 pm. His topic will be Retirement Plan to Retirement Community & Tax Reform. Planning for a transition to a retirement community is a big step.…
Jim Ciprich will be speaking at Laurel Circle in Bridgewater. Jim will be part of a panel discussion entitled, "You and Your Aging Parent."
Tune in to Chris Cordaro on on CNBC Closing Bell at 3:00 pm.